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Cascades Capital Asset Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascades Capital Asset Management, LLC on XLE, newest first. How the timeline and the estimate are built.

Cascades Capital Asset Management, LLC held 5,111 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,111 shares
    Change vs previous 13F -1,040 shares

    0.1% of the 13F portfolio, value $271,445.

    13F-HR 0001398344-26-014575 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,151 shares
    Change vs previous 13F +6,151 shares

    0.16% of the 13F portfolio, value $376,810.

    13F-HR 0001398344-26-009234 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,085 shares

    13F-HR 0001398344-25-020975 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 6,085 shares
    Change vs previous 13F -1,840 shares

    0.27% of the 13F portfolio, value $516,069.

    13F-HR 0001398344-25-015501 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 7,925 shares
    Change vs previous 13F +208 shares

    0.4% of the 13F portfolio, value $740,570.

    13F-HR 0001398344-25-009590 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 7,717 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $661,080.

    13F-HR 0001398344-25-002603 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).